Experienced & Skilled
Our highly skilled staff are dedicated to helping you with your financial needs.
Matthew P. Johnson is President and Owner of Johnson Wealth and Income Management, a third-generation company that has been serving clients for over 75 years. Matthew has been advising clients in the financial services industry since 1999. He strives to educate clients on how to invest for income, help to avoid loss by utilizing more conservative investment options, and is dedicated to helping them achieve a well-planned retirement.
Johnson Wealth and Income Management is committed to educating its clients and the community through workshops on topics related to more conservative investment alternatives. He resides in Hardy, IA with his wife, Sarah, and their four children, Naomi, Lydia, Jacob, and Solomon.
Investment Advisor Representative
“I’ve had the great privilege of working side by side with Matthew for over 4 years, and I bring a solid foundation of experience in the Financial Services industry. I am wholly committed to adding value to our clients’ lives while they prepare, transition, and thrive in retirement. As your Fiduciaries, Matthew and I strive to take a team approach in service for you.”
When you dial Johnson Wealth and Income Management. you will most likely speak with our Administrative Assistant, Sue McQuillen. Sue’s main responsibility revolves around managing the team’s calendar and appointments, so she is the one to talk to when you need to set an appointment or speak with a team member.
“I’ve only been with the firm for a few short months, but I have met some of the most amazing people when taking your calls. My goal with you is to be helpful and courteous. When I answer your call ‘Thank you for calling Johnson Wealth and Income Management’ I really mean it, and I pledge to demonstrate our entire team’s appreciation and dedication. I look forward to getting to know you!”
Director of New Business
“Please allow me to extend a little Southern hospitality and say ‘Hey, y’all! Welcome aboard!’. You can now sit back and prop your feet up. I am here to assist you with opening your new brokerage accounts and transferring your funds. My goal is to make this a very smooth and simple transition. Communication is important and I am no more than a phone call or email away. Don’t hesitate to reach out to me, and if I don’t have the answer, I will find someone who does!”
Director of Client Services
“All the I’s have to be dotted and T’s crossed with no margin for error. I am here to handle your client service needs, deal with day-to-day issues, and answer any questions you may have. If I don’t have the answer, I will find it and follow through with you, leaving no stone unturned. As my co-workers say, with the toss of my hand I will say, “This too shall get done”.